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Advisor Partners II’s Salesforce CRM Stock Holding History

Advisor Partners II’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7.12M Buy
35,117
+1,865
+6% +$403K 0.29% 52
2023
Q2 		$7.02M Buy
33,252
+4,491
+16% +$917K 0.33% 52
2023
Q1 		$5.75M Buy
28,761
+7,117
+33% +$1.2M 0.32% 59
2022
Q4 		$2.87M Sell
21,644
-901
-4% -$131K 0.18% 120
2022
Q3 		$3.24M Buy
+22,545
New +$3.82M 0.25% 81

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Advisor Partners II's CRM Position: Q3 2023 in Review

Advisor Partners II increased its Salesforce (CRM) stake by 5.6% in Q3 2023, buying an estimated $403K and bringing the position to 35,117 shares worth $7.12M. The position accounts for 0.29% of the portfolio, ranked #52.

Advisor Partners II first reported a position in CRM in Q3 2022 and has held it in 5 quarters since. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

  • Advisor Partners II held 35,117 shares of Salesforce worth $7.12M as of Q3 2023.
  • Advisor Partners II bought 1,865 Salesforce shares in Q3 2023, an estimated $403K.
  • Salesforce made up 0.29% of Advisor Partners II's portfolio in Q3 2023, its #52 holding.
  • Advisor Partners II first reported a position in Salesforce in Q3 2022 and has held it in 5 quarters since.
  • 2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.